DFW Retirement Planners News

DFW Retirement Planners – Giving Back to North Texas
(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News) Giving back has always been important to the team at DFW Retirement Planners. Senior Planner Britni Levensailor said recently, "A big part of our year is working with non-profits who are making a difference in the ...
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DFW Retirement Planners Celebrates 15th Anniversary
(DALLAS-FT. WORTH --- DFW Retirement Planners News) 2019 is a milestone for DFW Retirement Planners as the firm enters its 15th year of serving North Texas. Britni Levensailor, Senior Planner for the firm, recently talked about the anniversary on her weekly radio program, "DFW Retirement ...
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Retirement Mistake #3: Misunderstanding Medicare & Social Security
(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News) DFW Retirement Radio, the weekly radio program of DFW Retirement Planners, recently started a radio series on "The 11 Biggest Mistakes People Make Before Retiring." Britni Levensailor, host of the program, says the response to this ...
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Pension Problems? DFW Retirement Planners Can Help
(DALLAS-FT. WORTH, TX - DFW Retirement Planners News) Underfunded pensions have been in the news recently both nationally and here in North Texas. Britni Levensailor recently talked about the issue in her weekly radio program "DFW Retirement Radio" on 820 WBAP Radio. Levensailor said, "We ...
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DFW Retirement Planners’ Britni Levensailor Announces Support for North Texas Charities
(DALLAS-FT. WORTH, TX) DFW Retirement Planners today announced support for several North Texas area charities including Silver Stars, Cowboy Santa and the Susan G. Komen “Race for the Cure.” Britni Levensailor, VP and Senior Planner with the firm, made the announcement at a recent ...
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Retirement Mistake #1: “Listening to the Wrong People”
(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News) This Saturday join Britni Levensailor and the team from DFW Retirement Planners for DFW Retirement Radio. Our weekly retirement talk radio program is heard throughout North Texas on 820 WBAP Radio, Saturdays from 2-3 PM. This week ...
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“11 Retirement Mistakes” Radio Series Launches
(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News) "Those who cannot remember the past are condemned to repeat it." These are the words of 20th century writer and philosopher George Santayana. Britni Levensailor of DFW Retirement Planners recently evoked Santayana in her weekly radio program, ...
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The #1 Question: “Can I Retire?”
(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News) Britni Levensailor, VP & Senior Planner at DFW Retirement Planners, says that after 14 years of helping North Texans plan for retirement, a number of common questions often come up in meetings. Levensailor commented, "One of the ...
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Are You Prepared to Climb Mount Retirement?
(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News) World-famous mountain climber Ed Vesters writes that most casualties of mountain climbing happen during the descent down the mountain. Vesters says the mistake climbers make is to prepare for the ascent up the mountain without anticipating the ...
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DFW Retirement Radio: Taxes Are Changing for Retirees
(DALLAS-FT. WORTH, TX -- DFW Retirement Planners News) Tax reform has resulted in a number of significant changes for tax payers starting in 2018. This Saturday's DFW Retirement Radio program will feature a segment reviewing the impact of tax law changes for retirees. Joining host ...
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Summer Reading: DRP’s Retirement Readiness Kit
(DALLAS-FT. WORTH - DFW Retirement Planners News) Those "Lazy, Hazy, Crazy Days of Summer" sometimes give us a needed break to catch up with reading. Let us recommend the "DFW Retirement Planners Retirement Readiness Mini-Kit" as an addition to your summer reading list. Britni ...
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Retirement’s Biggest Expense: It’s Taxes
(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News) Ask most people what the number one expense will be during retirement and you're likely to hear "healthcare" or "medical expenses" as an answer. And while health costs do increase for retirees, most people's top expense during ...
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New DRP Awning Is Up!
(DALLAS-FT. WORTH, TX - DFW Retirement Planners News) We get excited about the little things in life at DFW Retirement Planners. Visitors to our Fort Worth offices will now clearly see DFW Retirement Planners identified from our spiffy new awning. DFW Retirement Planners VP ...
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Retirement Readiness Kit: “A Great Place to Start”
According to DFW Retirement Planners VP Britni Levensailor, the Retirement Readiness Kit is a great way to learn what's important to consider when planning for retirement. She said, "Our Retirement Readiness Kit is filled with information that will help people get a better understanding of ...
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“Do It Yourself” Estate Plan Dangers
(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News) "Do It Yourself" can be a good thing. For homeowners, DIY can save money and give a sense of accomplishment. However, when it comes to Estate Plans and Wills, "Do It Yourself" can create some issues. ...
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Tax Reform Impact on Retirees
(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News) Tax reform is here and taxes will be changing in a big way for 2018. This week on DFW Retirement Radio, we'll talk about the impact of tax law changes on retirees. Joining us for the discussion ...
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Retiring Soon? Don’t Forget Your Estate Plan
(DALLAS-FT. WORTH -- DFW Retirement Planners News) Is retirement on your radar? Don't forget to take a serious look at your personal will and estate plan. According to Britni Levensailor, VP at DFW Retirement Planners, estate plans are on of the most overlooked areas of ...
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Retirement Planning: Slow & Steady Wins the Race
(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planning News) Many of us remember "The Tortoise and the Hare," the fable credited to the ancient Greek storyteller, Aesop. The story contrasts the strategy and ethics of two very different characters, a slow moving and unassuming tortoise and ...
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